Major stock indexes jumped to record highs and the dollar was also up on Friday after data showed the U.S. economy created fewer jobs than expected in December, which did little to change rate cut expectations from the Federal Reserve this year.

Meta Platforms announced a deal with Oklo, Vista, and TerraPower to power its AI buildout. Nuclear energy stocks surged on the news.

Yet, although Tesla sounds like the polar opposite of a value stock, it meets the technical definition of “value” at the indexes that several funds use as benchmarks. So such ETFs as Fidelity Value Factor, iShares Morningstar Value, iShares S&P 500 Value and State Street SPDR Portfolio S&P 500 Value all hold it as a top-10 position.

U.S. mortgage lenders and housing-related stocks surged on Friday after President Donald Trump ordered $200 billion in mortgage bond purchases in an attempt to bring down housing costs.

The " TACO trade ," short for Trump Always Chickens Out, was one of the great market memes of 2025. Whenever the market would throw a tantrum about a Trump policy — usually related to tariffs — the president would reverse course to stem the bleeding.

Size: Broadcom is a $1.6 trillion company with $64 billion in revenue that is currently trading at $332.48. Fundamentals: It has experienced a revenue growth of 23.9% over the last 12 months and an operating margin of 40.

Key Takeaways Interest rate cuts from the Federal Reserve could offset a stock market drag from slowing AI infrastructure investments, according to a BCA Research report.A combination of declining interest rates and sticky inflation could prop up tech stocks and delay a Dotcom Bubble-style crash.

Lockheed Martin and Northrop Grumman rally after President Donald Trump says he would hike the defense budget to $1.5 trillion next year.